Susan Tan
Executive Senior Financial Planner
As a financial representative with 38 years of experience at Great Eastern, I have helped numerous clients to plan for their financial objectives and goals by recommending financial plans based on their financial situation and needs.
Watching my clients achieve their financial goals has brought me immense joy and satisfaction over the years.
Assisting clients with wholistic service is what I specialise in. From facilitation in complex medical underwriting to claims support and exclusion reviews, I’ve got you every step of the way.
Life member MDRT & Life GELAC Achiever.
Achieved IBF and DLI qualifications.
MDRT 2021
IDA Bronze Dragon 2021
GELAC Silver 2021
GELAC Explorer 2021
Court of the Table 2022
IDA Silver Dragon 2022
Entre-Planner 2022
GELAC Prestige 2022
GELAC Voyager 2022
Court of the Table 2023
IDA Silver Dragon 2023
Entre-Planner 2023
GELAC Prestige 2023
GELAC Voyager 2023
Rep No: THK200077190
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